Bucks County Estate Planning Council
Bucks County, Pennsylvania
P.O. Box 9014, Collingswood, NJ 08108
WELCOME to Bucks County's PREMIER Organization for ESTATE PLANNING PROFESSIONALS!
Our mission is to advance the knowledge and ethical standards of estate planning in Bucks County and to develop collegiality among estate planning professionals.
Membership is open to anyone with an interest in Estate Planning.
Most of our members are attorneys, CPAs and financial planners however included in our membership are appraisers, auction houses, elder care services, government officials and many others. The annual investment for new or returning members is $75 for an individual or $150 for a firm and the first member, additional firm members are $50.
Our program year runs from the September 2018 to May 2019. We have 5 evening meetings which feature a social hour, dinner and a presentation by a noted speaker. This year our presentations include a speaker from the Federal Reserve, a review of special needs financial planning, a review of social security and others. Our final meeting in May 2019 is a half day seminar on Eldercare issues. All of our meetings feature continuing education credits in the form of CLE for attorneys, CPE for CPAs, and CE for CFPs.
Welcome and I hope to see you at one of our events.